Excel Hints & Tips – More Pivot Perfection

In: BlogDate: Feb 06, 2013By: Darren Andrews

Learn how to get your Pivot Table to put your filtered data on different sheets in Excel.

Hi, we are Happy

We are leading a movement to create happy, empowered and productive workplaces.

How can we help you and your people to find joy in at least 80% of your work?

More about Happy

I think we’ve all declared our love of Pivot Tables haven’t we? If you’re still undecided let us offer you another inducement.

In the screenshot below we’ve created a Pivot Table from our staff database. We’ve created this because we want to be able to see all the staff Salaries and Bonuses by department. We could have put the department field in the row labels area but ideally we’d like each department on a different sheet so that we can send the results to each department head.

So for now we’ve put Department in the Report Filter area of the Pivot Table.

 

Putting 'department' in the Report Filter area of the Pivot Table

 

The next step is to get the Pivot Table to place the filtered data onto new sheets, and this is just too easy…

1. Go to the Options tab of the Pivot Table tools tab on the ribbon

2. Click on the options drop down

3. Click Show Report Filter Pages

 

 

4. If you have more than one field in the Report Filter area of your Pivot Table, make sure you select the correct one!

 

 

5. Click OK – and that’s it!

A new sheet has been created for each department, has been named and has got the correct data on!

 

Why not sign up to our newsletter?

Sign up to our monthly newsletter, full of tips, tricks and news to help you to be happier and more productive at work.

Sign up here

Learn More Pivot Table Tips in Our Online Training Courses

We offer several 90-minute online workshops that cover creating and using Pivot Tables in Excel to help you to make the most from your data.

Pivot Tables and Charts — This session will help you take large sets of data and quickly analyse them using the Pivot Table and Chart tools. We'll show you how to pick the right headings to ask meaningful questions of your data and how to edit a Pivot Table so it shows exactly the information you need.

Data Tidying — If you work with data that you want to analyse or create Pivot Tables in but it needs tidying in order to give you the information you need, this is the session for you.

We use GoToTraining to run our online IT sessions. Each one is full of interaction with your trainer and other learners — just like our classroom training sessions.

Visit our Intermediate Excel Level 2 Pivot Tables and Pivot Charts sessions page to learn more

 

Why learn online with Happy?

  • Interactive and engaging - just like our classroom sessions
  • Bitesize or full-day sessions - fit around your schedule
  • Learn from home - all you need is a quiet place to call from and an internet connection
  • IT Helpline - 2 years of free support after your course
  • No quibble money-back guarantee

Darren Andrews

Darren is one of Happy's Senior Trainers, able to train almost every IT course on our course programme. He worked for Happy for 12 years and has been an Associate Trainer since 2018.

More by Darren

Testimonials from happy Customers